Jobs · Finance · Illinois

Senior Manager, Wealth Management Technology Development

FAMU National Alumni Association · Chicago, IL · 1 mo ago
Finance$112k–$209k/yrPart-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, duplicate lines, etc. We need to parse the posting. Key parts: - Title: Senior Manager, Wealth Management Technology Development (not to be used as heading) - Application Deadline: 09/29/2026 (metadata) - Address 320 S Canal Street (metadata) - Job Family Group Technology (metadata) - Note: Wealth Management Experience is a MUST (maybe part of description) - Description: then paragraphs about responsibilities. Let's extract responsibilities: The description after "Description" includes many bullet-like sentences. We need to produce sections: maybe "About the role" (summary), "Responsibilities", "Qualifications", "Skills", "Benefits", "Pay". Schedule not present. We must not include placeholder like "commensurate with experience". Pay is given: Salary $112,200.00 - $209,000.00 Pay Type Salaried. Also note about commission etc. We can include Pay section with that info. Benefits: mentions BMO offers health insurance, tuition reimbursement, accident and life insurance, retirement savings plans. Also link to total rewards. So we can include Benefits. Qualifications: list bullet points: Bachelor Degree in Engineering (Computer Science); 5+ years experience in Technology Leadership related roles, with a focus on Wealth Management domain; 10+ overall experience; Experience with new product implementations; Experience in AWS cloud stack, development, technology integration, technology delivery, Microservices, API, AI integrations; Experience integrating vendor solutions with enterprise applications; Equally motivated to play an Individual Contributor role and people manager (if circumstances require). Skills: maybe derived from responsibilities: technology leadership, solution design, enterprise integration, data & analytics, governance & risk, stakeholder management. Could list as skills. We need to avoid duplication. Use
  • for any list of duties/requirements/benefits. We need to preserve all substantive information; not invent or summarize away detail. So we need to include the specifics. We must not repeat job title as heading. We must not put Job ID/requisition numbers as headings (none present). We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to strip out the AI disclaimer lines, the "Please note: Wealth Management Experience is a MUST" maybe keep as part of responsibilities? It's a note but it's substantive. Could be part of Qualifications? It says MUST. We'll keep as a note in Responsibilities or Qualifications? Probably as a qualification: "Wealth Management Experience is a MUST". We'll include in Qualifications list. Also remove the "Application Deadline: 09/29/2026", "Address 320 S Canal Street", "Job Family Group Technology" maybe we can fold into a short

    metadata. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it." So we can include a short paragraph with metadata: Application Deadline, Address, Job Family Group. That's okay. We must not include the AI disclaimer lines at start and repeated. Remove them. Also remove the "About Us" and EEO statements etc. Those are boilerplate; remove. We need to preserve substantive info: responsibilities paragraphs, qualifications, benefits, pay. Let's craft HTML:

    Application Deadline: 09/29/2026 | Address: 320 S Canal Street | Job Family Group: Technology

    Then sections:

    About the role

    Senior Manager, Wealth Management Technology Development drives the overall software development lifecycle, working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance.

    But we need to ensure we don't lose detail. The description includes many specifics: translating user requirements into technical specifications, writing code, managing preparation of design specifications, supports system design, provides advice on security requirements, debugs business systems and service applications, applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements. We could incorporate that into About the role or Responsibilities. Better to have About the role as a brief overview, then Responsibilities as a list. Let's extract responsibilities list: - Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance. - Translating user requirements into technical specifications, writing code and managing the preparation of design specifications. - Supports system design, provides advice on security requirements and debugs business systems and service applications. - Applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements. - Technology Leadership: Lead the architecture, development, modernization, and lifecycle management of enterprise technology platforms. Drive the technology strategy, roadmap, and execution plans aligned to business priorities. Establish and promote best practices for application architecture, software engineering, security, resiliency, and operational excellence. Provide technical direction and coaching to development teams, architects, business analysts, and delivery partners. - Solution Design & Development: Design and deliver scalable, maintainable, and secure technology solutions that meet business and regulatory needs. Oversee the development of microservices, APIs, and integration components that support enterprise capabilities. Ensure high availability, resiliency, scalability, and performance for mission-critical applications. - Enterprise Integration: Lead integration efforts across the BMO technology ecosystem, ensuring alignment with enterprise architecture, security, data, and operational standards. Design and support event-driven, API-based, and batch-processing solutions for complex enterprise data exchanges. - Data & Analytics: Lead the delivery of data-driven solutions that leverage large-scale datasets to support Wealth Management operations and decision-making. Oversee optimization of SQL queries, ETL processes, reporting solutions, and data pipelines to improve performance, reliability, and transparency. Support executive reporting, operational dashboards, compensation analytics, and management insights. Ensure data quality, reconciliation, lineage, controls, and audit readiness across critical business processes. - Governance & Risk: Ensure solutions comply with Wealth Management and banking regulations, enterprise security standards, internal controls, and risk management expectations. Support internal audits, regulatory reviews, control assessments, and remediation activities. Implement and maintain data privacy, access management, information security, and technology risk management best practices. Maintain clear documentation, traceability, change management discipline, and operational procedures. - Stakeholder Management: Collaborate with Operations, Finance, Risk, Compliance, Sales, Product, and Technology partners to deliver integrated business outcomes. Translate business objectives and requirements into pragmatic, scalable, and secure technology solutions. Communicate architecture decisions, delivery progress, risks, dependencies, and recommendations to senior leadership. Manage vendor relationships and third-party technology partners to ensure quality, accountability, and alignment with enterprise standards. We can put these as
    • items. Qualifications list: - Bachelor Degree in Engineering (Computer Science) - 5+ years experience in Technology Leadership related roles, with a focus on Wealth Management domain - 10+ overall experience (from application developer to leadership roles) - Experience with new product implementations (Trading, security lending, incentive management applications) from design and architecture perspective all the way to delivery (full lifecycle or end-to-end) - Experience in AWS cloud stack, development, technology integration, technology delivery, Microservices, API, AI integrations - Experience integrating vendor solutions with enterprise applications - Equally motivated to play an Individual Contributor role and people manager (if circumstances require) - Wealth Management Experience is a MUST Skills: maybe we can list: Technology Leadership, Solution Design & Development, Enterprise Integration, Data & Analytics, Governance & Risk, Stakeholder Management, Algorithms & Data Structures, Programming Languages, AWS, Microservices, APIs, AI integrations, SQL, ETL, Reporting, Data pipelines, Security, Resiliency, Operational Excellence. But we need to avoid inventing. The skills are implicit in responsibilities. Could create a Skills section summarizing those. However instruction: "Prefer a few substantive sections over many thin ones." Might combine Skills into Qualifications or Responsibilities. But we can include Skills if we have concrete list from posting. The posting does not explicitly list a "Skills" section; but we can derive from responsibilities. However that might be considered summarizing. Safer to omit Skills section unless explicitly stated. The posting does not have a separate Skills heading. So we should not create a Skills section. Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans. Also link to total rewards. We'll include that. Pay: Salary $112,200.00 - $209,000.00 Pay Type Salaried. Also note about commission etc. We'll include that. Schedule: not present, omit. Now produce HTML. We need to ensure we only output HTML fragment, no or . Use

      ,

      ,
      • . Let's craft. First metadata paragraph: maybe

        Application Deadline: 09/29/2026 | Address: 320 S Canal Street | Job Family Group: Technology

        Then About the role: maybe a short paragraph summarizing role. But we must not repeat the job title as heading; we can still mention it in paragraph. Let's write:

        About the role

        As Senior Manager, Wealth Management Technology Development, you will drive the overall software development lifecycle, translate user requirements into technical specifications, manage development teams, and ensure delivery of secure, scalable technology solutions for wealth management operations.

        That captures some but maybe loses detail. However we have Responsibilities section with details. Now Responsibilities:

        Responsibilities

        • Drives the overall software development lifecycle including working across functional teams to transform requirements into features, managing development teams and processes, and conducting software testing and maintenance.
        • Translating user requirements into technical specifications, writing code and managing the preparation of design specifications.
        • Supports system design, provides advice on security requirements and debugs business systems and service applications.
        • Applies deep knowledge of algorithms, data structures and programming languages to develop high quality technology applications and services - including tools, standards, and relevant software platforms based on business requirements.
        • Technology Leadership: Lead the architecture, development, modernization, and lifecycle management of enterprise technology platforms; drive the technology strategy, roadmap, and execution plans aligned to business priorities; establish and promote best practices for application architecture, software engineering, security, resiliency, and operational excellence; provide technical direction and coaching to development teams, architects, business analysts, and delivery partners.
        • Solution Design & Development: Design and deliver scalable, maintainable, and secure technology solutions that meet business and regulatory needs; oversee the development of microservices, APIs, and integration components that support enterprise capabilities; ensure high availability, resiliency, scalability, and performance for mission-critical applications.
        • Enterprise Integration: Lead integration efforts across the BMO technology ecosystem, ensuring alignment with enterprise architecture, security, data, and operational standards; design and support event-driven, API-based, and batch-processing solutions for complex enterprise data exchanges.
        • Data & Analytics: Lead the delivery of data-driven solutions that leverage large-scale datasets to support Wealth Management operations and decision-making; oversee optimization of SQL queries, ETL processes, reporting solutions, and data pipelines to improve performance, reliability, and transparency; support executive reporting, operational dashboards, compensation analytics, and management insights; ensure data quality, reconciliation, lineage, controls, and audit

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